Event overview

Join McGladrey, Barack Ferrazzano and Raymond James for the 2013 Financial Institution Strategic Forum, a complimentary seminar addressing the critical issues all bankers need to understand in today’s complex and fast-paced marketplace.

Keynote speaker

2013 Banking and Financial Institution Strategic Forum

Thursday, May 9
8:30 a.m. - 1:30 p.m.

Chicago Marriott Oak Brook
1401 West 22nd Street
Oak Brook, Ill.

CPE: 4 hours

CPE credit available
McGladrey LLP is pleased to offer four CPE credits for attending this event.

McGladrey LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Advanced preparation: None | Program level: Basic | Prerequisites: None
Field of study: Management Advisory Services | CPE credit: 4 hours.

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Charles (“Chuck”) F. Luse
Assistant Vice President
Community Bank Division
Federal Reserve Bank of Chicago

Chuck began his career in the Federal Reserve Bank of Chicago’s Supervision and Regulation Department in 1985. During his tenure, he has served as managing examiner for state member banks and bank holding companies in Illinois and assistant vice president of the technology and operational risk group. He also had supervisory responsibilities over troubled banking organizations during the financial crisis. In 2013, Chuck transitioned into the Regional Banking/Bank Holding Company Division, with responsibilities that include 7th District bank holding companies with total assets less than $50 billion. 

John Freechack
Barack Ferrazzano

John is the chairman of the Barack Ferrazzano Financial Institutions Group.  With 30 bank attorneys representing over 250 financial institutions, he heads one of the largest and most experienced practice groups representing community and regional banks in the country.  He advises clients on M&A, corporate and securities law and strategic issues. 


Robert Fleetwood
Barack Ferrazzano

Rob is the head of the financial institutions group's securities law practice area. Rob regularly represents financial institutions on public and private securities offerings, recapitalizations, mergers and acquisitions, corporate governance matters, TARP financings and contract negotiations.  Additionally, he works closely with clients on their continued compliance with federal and state securities laws, including reporting under the Securities Exchange Act and with corporate governance.

Tim Moritz
McGladrey LLP

Tim has over 20 years experience in public accounting and financial institutions.  He is a firm-designated financial institutions specialist working with banks ranging from start-ups to those with $10 billion in assets.
His experience includes providing audit and accounting services for public and private bank holding companies and community banks. 

Rebecca Towne
McGladrey LLP

Rebecca has more than 25 years of risk management experience in the financial services industry.  She has held executive risk management positions at a number of financial institutions, and served as chief risk officer at several small and mid-size banks.  She has also worked extensively with banking regulators in the development of an enterprise risk management assessment framework. 

Daniel Coughlin
Managing Director
Co-head of Financial Institutions Group
Raymond James

Daniel has more than 25 years of experience in investment banking, equity research, bank supervision and regulation, and commercial and community banking with such firms and agencies as the Federal Reserve Bank of Chicago, American National Bank and the McHenry State Bank.